Institutional Ownership Travelers Companies, Inc. (TRV)
This table provides information about the institutional ownership of Travelers Companies, Inc. (TRV). We have compiled data on the 1,879 institutions that hold shares in the stock, with a total of 172 Million shares, which have been reported (via 13F filing form) to have a value of $49.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2,810
shares
|
$807,284
0.0% of portfolio
|
Q3 2025
Reduced 16.37%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
2,807
shares
|
$806,423
0.05% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
2,804
shares
|
$805,561
0.02% of portfolio
|
Q3 2025
Added 89.46%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,800
shares
|
$804,412
0.04% of portfolio
|
Q4 2023
Added 424.34%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
2,768
shares
|
$795,218
0.02% of portfolio
|
Q3 2025
Added 27.03%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
2,765
shares
|
$794,356
0.21% of portfolio
|
Q4 2025
Reduced 10.63%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
2,764
shares
|
$794,069
0.14% of portfolio
|
Q3 2023
Added 1.47%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
2,758
shares
|
$792,345
0.09% of portfolio
|
Q3 2025
Reduced 42.99%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
2,756
shares
|
$791,771
0.02% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2025 Q3 2025 |
2,742
shares
|
$787,749
0.36% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
2,734
shares
|
$785,450
0.02% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
2,727
shares
|
$783,439
0.01% of portfolio
|
Q4 2025
Added 12.83%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
2,721
shares
|
$781,716
0.14% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Baldwin Brothers LLC
|
Jan 07, 2026 Q4 2025 |
2,715
shares
|
$779,992
0.05% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Brave Asset Management Inc
|
Jan 08, 2026 Q4 2025 |
2,710
shares
|
$778,555
0.17% of portfolio
|
Q4 2025
Reduced 2.52%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
2,710
shares
|
$778,555
0.15% of portfolio
|
Q3 2025
Added 9.63%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
2,690
shares
|
$772,810
0.01% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
2,689
shares
|
$772,522
0.02% of portfolio
|
Q4 2023
Reduced 8.69%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
2,688
shares
|
$772,235
0.03% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
2,664
shares
|
$765,340
0.01% of portfolio
|
Q3 2025
Added 39.18%
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
2,658
shares
|
$763,616
0.18% of portfolio
|
Q2 2025
Reduced 26.53%
|
|
|
Inlet Private Wealth, LLC
|
Oct 31, 2025 Q3 2025 |
2,651
shares
|
$761,605
0.17% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
2,648
shares
|
$760,743
0.17% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,621
shares
|
$752,987
0.13% of portfolio
|
Q4 2022
Reduced 0.04%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
2,611
shares
|
$750,114
0.06% of portfolio
|
Q3 2023
Added 5.2%
|
|